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227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin
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Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.
In this episode we’ll share insights on:
- What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.
- College Planning Fintech: What tools should advisors be using AND staying way from
- Expertise: How does an advisor build expertise in this unique category
- Tactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients today
- Value Addition: Advisors can significantly enhance their value by engaging in more complex college planning.
Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.
Links from this episode:
AICCFC Main Website
Learn More About the CCFC Designation Program
Learn More About the AICCFC | XYPN LIVE Pre-Con Event
Connect with Ross Riskin
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Chapters
1. 227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin (00:00:00)
2. College Planning Strategies for Financial Advisors (00:00:02)
3. Strategic College Planning for Advisors (00:10:16)
4. [Ad] Scale 2 The Top with Dr. Lyman Montgomery (00:14:38)
5. (Cont.) Strategic College Planning for Advisors (00:15:12)
6. Advanced College Planning Software Recommendations (00:19:21)
7. Advanced College Planning Strategies Workshop (00:30:26)
8. Boosting Efficiency and Adding Value (00:38:40)
9. Navigating Social Pressures in College Planning (00:44:05)
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